Welcome to this introductory episode of “Dan has a plan: Beyond the Balance Sheet.” Join UBS financial advisor Daniel B. Smith of Family Wealth Management, and his daughter Alanna as they launch a podcast that’s not just about numbers, but dreams and goals. Dan shares his journey from small-town aspirations to financial wisdom, while Alanna brings a fresh perspective, asking the questions you're curious about. Discover why financial planning should start early, and how it can help you focus on what truly makes you happy.

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